MFG
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Monumental Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Monumental Financial Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,068
Closed -$298K – 45
2023
Q3 		$298K Hold
8,068
– – 0.2% 39
2023
Q2 		$313K Buy
+8,068
New +$300K 0.21% 43

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Monumental Financial Group's SPSM Position: Q4 2023 in Review

Monumental Financial Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 8,068 shares — an estimated $298K sold.

Monumental Financial Group first reported a position in SPSM in Q2 2023 and held it in 2 quarters. The position peaked at $313K in Q2 2023. 776 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • Monumental Financial Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Monumental Financial Group sold 8,068 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $298K.
  • Monumental Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 2 quarters.
  • Monumental Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $313K in Q2 2023.
  • 776 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Monumental Financial Group's 13F filing for Q4 2023, filed 5 Feb 2024.